For Investors

First mover.
$8-9B market.
No AI-native competitor.

AIroraSense is building the verification layer the utility industry has never had. The problem is real, the market is large, and the timing is driven by forces outside anyone's control.

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The Opportunity

A category that does not exist yet.

Utilities already fund QA/QC and inspection programs. The opportunity is replacing those programs with AI-driven verification that covers entire construction populations, not sampled subsets.

The Problem

$50B+ spent annually. Less than 5% verified.

Utilities build billions in distribution infrastructure every year with almost no post-construction verification. That gap is where reliability failures originate and where rate-case accountability breaks down.

The Market

$8-9B addressable across IOUs, co-ops, and contractors.

The market spans investor-owned utilities, electric cooperatives, municipal utilities, and large utility contractors across the US. Monetized through implementation fees and multi-year platform contracts.

The Tailwind

Hardening programs create an urgent verification need.

Grid hardening investments only deliver reliability gains when the work was installed correctly. Duke Energy's hardening prevented 300K+ outages in 2024. That result depends entirely on verified construction quality.

The Moat

Data advantage that compounds with every pilot.

Utility-specific construction standards vary by region, vintage, and engineering preference. Every verified job trains a model no competitor can replicate. The moat grows with scale.

Traction

Where we are today.

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Let's talk.

If you are evaluating AIroraSense as an investor or strategic partner, fill out the form and Jeffrey Sullivan will follow up directly. Decks are shared one-to-one, not publicly posted.

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